Laurel Labonte signed The Fidelity Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Fidelity Bank's EIN is 56-0132040.
Download the official 2024 Form 5500 (PDF) for The Fidelity Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Fidelity Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $159K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $31K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Class | Common Collective Trusts | — | — | $11.3M | 18.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.4M | 9.0% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $4.2M | 7.0% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.1M | 6.9% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $3.9M | 6.5% | |
| Federated MDT Small Cap Core Fund R6 | Other securities | — | — | $3.5M | 5.9% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $3.0M | 5.0% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $2.6M | 4.4% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $2.0M | 3.3% | |
| BlackRock Advantage International K | Other securities | — | — | $1.8M | 3.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.8M | 3.0% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.6M | 2.7% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.5M | 2.4% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.3M | 2.2% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $1.3M | 2.1% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $1.2M | 2.1% | |
| Federated Government Obligations Fund | Other securities | — | — | $1.2M | 2.0% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $1.1M | 1.8% | |
| Fidelity Short Term Bond Index Institutional Premium | Mutual Funds | — | — | $1.0M | 1.7% | |
| COHEN & STEERS U S REALTY CIT CLASS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $970K | 1.6% | |
| maturing through May 2032 | Other securities | — | — | $866K | 1.4% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $846K | 1.4% | |
| Delaware Emerging Markets R6 | Other securities | — | — | $523K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $453K | 0.8% | |
| Pioneer Strategic Income K | Other securities | — | — | $394K | 0.7% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $338K | 0.6% | |
| BAIRD Aggregate Bond Fund Institutional Class | Other securities | — | — | $177K | 0.3% | |
| GOALVIEW AGGRESSIVE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $157K | 0.3% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $153K | 0.3% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $128K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | Other securities | — | — | $83K | 0.1% | |
| Goldman Sachs International Small Cap Insights | Other securities | — | — | $59K | <0.1% | |
| GOALVIEW MODERATELY AGGRESSIVE INST BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| GOALVIEW MODERATE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
